NOTE: Demo visuals use either blurred real data or synthetic placeholders to protect customer privacy.

Building strong customer relationships isn’t just about closing deals; it’s about creating a clear path to shared success. That’s why Jeremy developed a new Glean-powered app to streamline one of sales’ most important (but time-consuming) deliverables: the mutual success plan.

As part of every sales cycle, Abnormal’s reps build POV (proof of value) or mutual success plans.

These documents capture:

• Discovery notes

• Stakeholders and roles

• Customer pain points and goals

• Success criteria and timelines
  

The challenge? Pulling all that information together meant toggling between Gong, Salesforce, chat notes, and competitive research. Reps often spent 30 minutes or more compiling details before each POV presentation, time that could be better spent engaging customers.

Jeremy’s Glean app cuts that prep time dramatically. Instead of porting data from tool to tool, reps now just type in the account name.

From there, the app:

1. Pulls in Gong transcripts and customer quotes.

2. Surfaces key stakeholders and their responsibilities.

3. Summarizes the customer’s current state (“before” scenario).

4. Captures goals and desired outcomes directly in the customer’s words.

5. Builds a clear timeline and success criteria.

All of this happens automatically inside Glean. No more downloading, copying, or reformatting. Even better, the plan can be rerun after each call to incorporate new insights, keeping the document fresh as the deal progresses.

The app has already been used 63 times by sales reps, with strong adoption and positive feedback.

Key benefits include:

• Time savings: Prep that once took 30 minutes now happens in minutes.

• Stronger customer alignment: Success plans include direct customer quotes, ensuring goals and challenges are accurately reflected.

• Up-to-date information: Plans refresh automatically as new calls and data points are added.

• Ease of use: Reps don’t need to manage multiple tools or prompts. Everything happens in one place.
  

As adoption grows, Jeremy sees opportunities to integrate even more data sources and expand functionality:

• Automatically surfacing competitive mentions during discovery.

• Generating side-by-side “before vs. after” impact snapshots.

• Creating customer-facing PDFs directly from the Glean output.
  

The foundation is already strong, and the potential is clear: turning every success plan into a living, evolving document that helps reps and customers stay perfectly aligned.

Jeremy saw a workflow that slowed sales down and built a better way. By combining curiosity, creativity, and AI, he transformed a repetitive task into a scalable advantage. It’s a perfect example of the innovation culture at Abnormal: where employees at every level are empowered to identify bottlenecks, experiment with AI, and deliver solutions that make work faster, smarter, and more impactful.